Document Creation |
Caters for Sales Documents, Pro-formas, Quotations, Orders, Deliveries, Invoices and Credit Notes |
Document Progression |
Progress Documents to the required stage without the need to re-key information. Full edit facilities are also available prior to Invoice. |
Discounts |
Define line, quantity break and chain discount tables, for an individual or group of customers. Discounts and special prices are automatically applied when processing Sales Documents. |
Special Prices |
Define special price lists with sale price, next price and quantity breaks, for an individual or group of customers |
Batch Processing |
Process multiple Documents by account, route or warehouse. An option to consolidate multiple Orders to one Delivery note and Invoice is also available |
Repeat Invoice |
Process repeat or contract invoices in batches by customer and due date, determined by contract dates and frequency, eg monthly, quarterly, annually, weekly |
Part Processing * |
Part progress documents on a line by line basis to the required stage, eg customer call-off orders |
Model Quotes |
Create template Quotes against customer accounts for progression to Orders. Quantities can be changed and lines added or removed if required |
Definable Document References |
User-defined, self-incrementing Document references. Option available to allow user input of Order, Delivery and Invoice references. |
Integration |
Seamless integration with Costing, Stock, Sales and Nominal Ledgers |
Global Price Changes |
Perform global changes of sell, sale or next price for price lists or warehouses by value or percentage |
Document Find |
Search and locate Sales Documents (Pro-formas, Quotations, Orders, Deliveries, Invoices and Credit Notes) from any customer record |
Allocation * |
Define stock to Order allocation criteria that best suits your company stock management policy. Pick lists can be produced automatically after allocations have been confirmed |
Picking * |
Produce picking lists based on allocated stock levels or outstanding Order quantities. Pick lists can be ordered by customer, route, warehouse or bin location |
Back to Back * |
From SOP, immediately generate Purchase Orders or Documents in POP, and Works Orders in BOM. Alternatively, use back to back processing facilities in POP or BOM to batch process requests |
Comprehensive Reporting |
An extensive range of reports are provided as standard |
Customisable |
Invoicing or SOP can be customised to suit the specific requirements of your business |
Context Sensitive Help |
Comprehensive and easy to use Help facilities |